Financial Data Analytics Opportunity in Financial Services
Finance Business Intelligence Analyst II
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $65,000 - $75,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We are looking for a data-driven motivated individual to join the Finance Business Intelligence team! Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance. Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
Develop deep subject matter expertise across financial and wealth management domains
Participate in strategic initiatives and contribute ideas to generate actionable insights and automation
Partner with stakeholders to define problems, identify root causes, and deliver solutions
Design, develop, and code end-to-end analytical solutions
Uphold control standards to ensure accurate and timely results
Present analytical insights and recommendations to stakeholders
Basic Requirements:
Exceptional analytical, quantitative, and problem-solving skills
Demonstrated intellectual curiosity for solving complex business problems
Proficiency with data analytics software and tools (e.g. Python, R) and data querying languages (e.g. SQL, Snowflake).
Exceptional communicator who’s able to convey complex information in an understandable, compelling, and persuasive manner to business partners
Preferred Requirements:
Prior experience in financial services or a regulated industry
Hands-on experience with Python, SQL, and Power BI
Working knowledge of data governance practices, including data quality and access controls
Top Skills
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
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